Interact to see
Advertisement
Advertisement
PWTYX vs RLBEX
PWTYX vs RLBEX Comparison
Open Charts PWTYX vs RLBEX
UBS US Allocation P
Price$56.40
Change-$0.26 (-0.46%)
VolumeN/A
Net Assets228.11M
American Funds American Balanced R4
Price$38.89
Change-$0.14 (-0.36%)
VolumeN/A
Net Assets266.55B
PWTYX vs RLBEX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PWTYX vs. RLBEX commentary
Oct 10, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is PWTYX is a StrongBuy and RLBEX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 267B vs. PWTYX (228M). RLBEX pays higher dividends than PWTYX: RLBEX (1.74) vs PWTYX (1.65). PWTYX was incepted earlier than RLBEX: PWTYX (32 years) vs RLBEX (23 years). PWTYX (0.77) is less costly to investors than RLBEX (0.59). PWTYX is a more actively managed with annual turnover of: 58.00 vs. RLBEX (44.00). RLBEX has a lower initial minimum investment than PWTYX: RLBEX (250) vs PWTYX (2000000). RLBEX annual gain was more profitable for investors over the last year : 9.07 vs. PWTYX (6.20). RLBEX return over 5 years is better than : 41.96 vs. PWTYX (10.10).
| PWTYX | RLBEX | PWTYX / RLBEX | |
| Total Expense Ratio | 0.77 | 0.59 | 131% |
| Annual Report Gross Expense Ratio | 0.77 | 0.59 | 131% |
| Fund Existence | 32 years | 23 years | - |
| Gain YTD | 12.131 | 14.484 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 250 | 800,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 228M | 267B | 0% |
| Annual Yield % from dividends | 1.65 | 1.74 | 95% |
| Returns for 1 year | 6.20 | 9.07 | 68% |
| Returns for 3 years | 36.06 | 52.22 | 69% |
| Returns for 5 years | 10.10 | 41.96 | 24% |
| Returns for 10 years | 52.26 | 78.77 | 66% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement